FAQ - Reports
How many reports are available in Visual Matrix?
Visual Matrix PMS offers over 120 reports, covering all key areas—from Front Office and Housekeeping to Maintenance, Accounting, Management, and even Marketing. You can access a complete list of available reports, along with a brief description of each, in our comprehensive summary article.
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I manage multiple properties with Visual Matrix PMS. Is there a report that consolidates data across all of them?
At this time, Visual Matrix does not offer a report that combines data from multiple properties. However, this is something we may explore for future development.
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Can I schedule reports to be sent automatically?
While Visual Matrix does not currently offer a traditional report scheduling feature, it does allow you to email night audit reports to designated recipients with a single click—right after the night audit is completed. This is the same step the night auditor would normally take to print the reports, if that’s part of your property’s process.
Are reports customizable based on my property’s needs?
While the PMS includes a wide variety of standard reports, many offer filter options to tailor the data to your specific needs. For additional customization, exporting the report to Excel or PDF provides even more flexibility.
Why Visual Matrix cannot correct numbers of a past year?
Stats and results are for the current accounting period. When the year changes, the accounting period does it too... and the system is unable to go backward. Once the accounting year switched... we cannot go back.
Rebuilding a previous year is not possible due to those changes in the accounting periods. Since the accounting periods have been altered, attempting to rebuild a past year would lead to inaccuracies and inconsistencies in the financial data, making it an unfeasible process.
You can find (but cannot change) your current accounting year in Management > Accounting Settings Report Headings for the Cloud and in Management > Setup > Accounting > Report Headings for the Desktop.
If you are on a non-calendar accounting year and you need to change your accounting periods, contact our support at help.visualmatrix.com at least a couple of days before the change has to be done. A form will have to be completed to know exactly how it should be set up.
Are the Comp Rooms included in the ADR?
Yes and No... The Daily Report shows 2 ADRs: one with comp room included, one without.
Why don’t historical numbers match when using forecast or projection reports?
Forecast and projection reports are designed to estimate or group revenue for future analysis, not to reflect finalized historical activity.
When these reports are used to review past dates, the numbers may not match daily, accounting, or historical reports. This is expected behavior.
Why this happens:
- Forecast reports may summarize revenue differently to support planning and trend analysis.
- They are optimized for future-looking decisions, not post-audit accuracy.
- Historical adjustments and detailed posting activity are not always reflected the same way.
Best practice
- Use historical reports (such as Daily Reports or Room & Tax) to review completed dates
- Use forecast or projection reports only for future or planning purposes
Why did some numbers match before but not anymore?
It’s not unusual for numbers that appeared to match in the past to differ later on. This usually doesn’t mean anything is wrong.
In many cases, the numbers seemed to match before because the underlying activity was more consistent or less complex at the time. As reporting needs evolve and more types of activity are included, differences can become more noticeable.
Common reasons this happens include:
- Reports being used for different purposes (such as performance tracking, marketing analysis, forecasting, or accounting)
- Increased use of additional charges, adjustments, or reporting features
- Comparing summary-level numbers to more detailed totals
- Using forecast or planning reports to review historical data
Each report remains accurate for what it is designed to show, even if similar-looking numbers no longer align.
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